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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,525 | $56,197+425.9% | $67,652+336.8% | $59,633+395.6% |
| Participation rate | 40.4% | 71.5%-31.1pp | 75.7%-35.3pp | 68.7%-28.3pp |
| Annual return | 0.24% | 18508.10%-18507.9pp | 6625.40%-6625.2pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,419 | $2,844+160.9% | $3,560+108.4% | $3,192+132.5% |
| Admin fee / account holder | $14,493 | $3,958+266.2% | $4,821+200.6% | $4,297+237.3% |